LRWM
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Lord & Richards Wealth Management’s Unity U Stock Holding History

Lord & Richards Wealth Management’s Portfolio U Stock Details U Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-68
Closed -$1.33K – 156
2025
Q1 		$1.33K Buy
+68
New +$1.53K ﹤0.01% 161

Other funds holding U

SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SUT
SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
RA
Resolute Advisors San Francisco, California $242M AUM 52.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lord & Richards Wealth Management's U Position: Q2 2025 in Review

Lord & Richards Wealth Management sold out of Unity (U) in Q2 2025, closing a stake of 68 shares — an estimated $1.33K sold.

Lord & Richards Wealth Management first reported a position in U in Q1 2025 and held it in 1 quarter. The position peaked at $1.33K in Q1 2025. 444 funds tracked by Wall St. Rank hold U as of Q2 2025.

  • Lord & Richards Wealth Management reported no remaining Unity position as of Q2 2025 after selling out during the quarter.
  • Lord & Richards Wealth Management sold 68 Unity shares in Q2 2025, an estimated $1.33K.
  • Lord & Richards Wealth Management first reported a position in Unity in Q1 2025 and held it in 1 quarter.
  • Lord & Richards Wealth Management's Unity position peaked at $1.33K in Q1 2025.
  • 444 funds tracked by Wall St. Rank held Unity as of Q2 2025.

Based on Lord & Richards Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.